Six service lines.
One integrated partner.
Growth-stage companies rarely need just one thing. A CFO engagement surfaces accounting gaps. Audit prep reveals HR compliance issues. Organizational design uncovers leadership hiring needs. We built 512Financial around the fact that operational readiness is connected, and we staff accordingly.
financial leadership
- Finance
Growth-stage companies that treat finance as an operating advantage make better decisions about hiring, pricing, spend, and fundraising. We embed senior finance leadership that brings planning discipline and investor-grade visibility to the numbers that shape what comes next.
- Accounting
Accounting that supports the business, not just the books. Our Controllers and accounting teams deliver clean, GAAP-compliant financials built for investor diligence, with a predictable month-end close and the controls needed to pass your first audit.
- Transaction Advisory
Capital raises, acquisitions, and exits demand financials that hold up under scrutiny. Our Quality of Earnings analysis integrates financial and operational insight so investors, buyers, and boards have decision-ready findings before terms are locked.
organizational leadership
- People Operations
Strong teams are built by implementing scalable people systems early. We embed experienced HR leaders who build compliant, scalable infrastructure that supports the entire operating model, from recruiting talent to handbooks and policies, to benefit packages and multi-state compliance.
- Executive Retained Search
We align executive hires to your stage and operating model, accessing leaders that traditional recruiting cannot surface. Our operator-informed process runs from success profile development through onboarding, with a Forbes-recognized methodology built for growth-stage leadership teams.
- Strategic Talent Planningâ„¢
The gap between the team you have and the team you need widens at every growth stage. We design the organizational structure, role architecture, and hiring roadmap that
turns strategic goals into an execution-ready plan for your next leadership layer.
Most clients start with one or two service lines and expand as complexity grows.
Because all six practices operate under one roof, we see cross-functional needs in real time and respond within the same engagement.
Where Do You Stand?
Readiness compounds at every stage of growth
Foundation
Seed to Series A
Seed to Series A
What this stage demands
Getting the basics
right before the pressure arrives.
Most of what breaks at Series A traces back to accounting and reporting decisions made in the first 18 months. Foundation builds the infrastructure that makes your first institutional conversation easier.
Services typically engaged
Accounting and financial controls
Cash and runway planning
Beginner board reporting
Equity and cap table accounting
HR policies and processes
Multi-state compliance
Founding team hires
Build
Series A to Series B
Series A to Series B
What this stage demands
Infrastructure that holds up under investor scrutiny.
This is where the financial model becomes real. Investors are asking for metrics most Seed-stage companies haven't built yet, the audit is coming, and the org chart needs to evolve alongside the financial function.
Services typically engaged
Fractional CFO and strategic finance
Investor-grade dashboards and KPIs
Audit-ready accounting operations
Scalable people operations and HRIS
Manager training
Permanent talent placement
Organizational design and talent planning
Scale
Series B+ and PE-backed
Series B+ and PE-backed
What this stage demands
Enterprise-grade operations and transaction readiness built in parallel.
Transaction readiness needs to be built before the process starts. At Scale, we're preparing governance, permanent leadership, and the financial infrastructure that holds up when acquirers, PE sponsors, and institutional investors look closely.
Services typically engaged
Transaction advisory and Quality of Earnings
Capital raise readiness
Enterprise financial systems and controls
Board-level governance and reporting
C-Level Retained Search
Strategic Talent Planningâ„¢
Succession and leadership transition
What this stage demands
Getting the basics
right before the pressure arrives.
Most of what breaks at Series A traces back to accounting and reporting decisions made in the first 18 months. Foundation builds the infrastructure that makes your first institutional conversation easier.
Fractional leadership typically costs 40–60% less than a full-time hire in year one.
Select a service area and role, then adjust the base salary to match your expectations. The estimate updates in real time. Use the full calculator for detailed assumptions.
Open full calculatorService area
Cross-Service Outcomes
When multiple service lines work together, the results compound.
saas ·Seed → Series A · Finance + People Ops
Series A-ready in 14 months. First audit passed on the first attempt.
A SaaS startup engaged 512Financial for fractional CFO support shortly after closing Seed. As the board formed and headcount grew, the engagement expanded to accounting, HR compliance, and a VP of Engineering search heading into the raise.
Results
$18M Series A closed 60 days after audit completion
Zero audit findings on first submission
4 leadership hires placed before close
Healthtech · Seed → Series A · Finance + Strategic Talent
From 8 to 45 employees in 18 months without a single compliance miss.
A Healthtech company scaling through Series A needed finance and people operations running in parallel — investor-grade reporting built alongside HR infrastructure across three states and a retained search for the COO role.
Results
HR compliance established across 3 state jurisdictions
$12M Series A closed on first term sheet received
8 to 45 headcount supported without a compliance incident
Fintech · Series B · Transaction Advisory + Executive Search
Transaction-ready in 9 months. Acquired at 8× revenue.
A Fintech company fielding acquisition interest needed accounting infrastructure rebuilt before it could survive buy- side diligence. Transaction advisory ran alongside a retained search that placed the post-acquisition CFO before the deal closed.
Results
8× revenue multiple achieved at exit
Zero material findings surfaced during diligence
Post-acquisition CFO placed before deal closed
saas ·Seed → Series A · Finance + People Ops
Series A-ready in 14 months. First audit passed on the first attempt.
A SaaS startup engaged 512Financial for fractional CFO support shortly after closing Seed. As the board formed and headcount grew, the engagement expanded to accounting, HR compliance, and a VP of Engineering search heading into the raise.
Results
$18M Series A closed 60 days after audit completion
Zero audit findings on first submission
4 leadership hires placed before close
Healthtech · Seed → Series A · Finance + Strategic Talent
From 8 to 45 employees in 18 months without a single compliance miss.
A Healthtech company scaling through Series A needed finance and people operations running in parallel — investor-grade reporting built alongside HR infrastructure across three states and a retained search for the COO role.
Results
HR compliance established across 3 state jurisdictions
$12M Series A closed on first term sheet received
8 to 45 headcount supported without a compliance incident
Fintech · Series B · Transaction Advisory + Executive Search
Transaction-ready in 9 months. Acquired at 8× revenue.
A Fintech company fielding acquisition interest needed accounting infrastructure rebuilt before it could survive buy- side diligence. Transaction advisory ran alongside a retained search that placed the post-acquisition CFO before the deal closed.
Results
8× revenue multiple achieved at exit
Zero material findings surfaced during diligence
Post-acquisition CFO placed before deal closed
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The first conversation is always about
where you are right now.
Tell us your stage, your biggest operational pressure, and where you're headed. We'll tell you what we'd recommend and what we wouldn't.
Let’s Talk